1 Reply Latest reply on Jun 13, 2011 1:40 PM by 763243

    Report issue - missing records

      I have written a workflow to route an oppty record to a certain book upon selecting a checkbox on the oppty page. The records are routing fine as expected. And when I login as that user and run a list with the specified book selected in the lookin selector, I can see those records. However when I run a realtime report with that book in the lookin selector, I don't get any results.

      1. I have given the user access to this book.
      2. I have made this book the default book for analytics for him.
      3. I have given access to oppties and books at role level.

      Please suggest what I may have missed.

      Thanks in advance,